Microsoft Office Forums

Go Back   Microsoft Office Forums > >

Reply
 
Thread Tools Display Modes
  #1  
Old 02-15-2016, 05:06 AM
u12lg7 u12lg7 is offline Customisable Word Template Windows 7 64bit Customisable Word Template Office 2010 64bit
Novice
Customisable Word Template
 
Join Date: Feb 2016
Posts: 1
u12lg7 is on a distinguished road
Default Customisable Word Template

Hello,

I'm looking to create a customisable template in word, and I'm not sure if it's possible. This is what I would like to be able to do:

1) A word document that when you open, has a checklist of criteria.
2) This checklist can be ticked or unticked depending on what content you need to template to contain.
3) Once you have selected the criteria you need, you can click create and the template will include the information that you need.

For example: A template document that contains information regarding Heart Disease. This template contains ALL information relating to heart disease, but if I wanted to be able to customise this to a particular client, who wouldn't need all of the information, and can quickly (checklist) select what I would like to include based on the client's needs. So if my client was 15, overweight, and had a genetic risk, I could include this information, but exclude information about heart disease in old age, heart disease and diabetes, heart disease and fitness etc.

I'm sure something like this already exists, but I can't seem to find what I'm looking for anywhere. If somebody could point me in the right direction, that would be great.
Reply With Quote
  #2  
Old 02-15-2016, 05:47 AM
Charles Kenyon Charles Kenyon is offline Customisable Word Template Windows 8 Customisable Word Template Office 2013
Moderator
 
Join Date: Mar 2012
Location: Sun Prairie, Wisconsin
Posts: 9,469
Charles Kenyon has a brilliant futureCharles Kenyon has a brilliant futureCharles Kenyon has a brilliant futureCharles Kenyon has a brilliant futureCharles Kenyon has a brilliant futureCharles Kenyon has a brilliant futureCharles Kenyon has a brilliant futureCharles Kenyon has a brilliant futureCharles Kenyon has a brilliant futureCharles Kenyon has a brilliant futureCharles Kenyon has a brilliant future
Default

This is something you will need to design. You can do this most elegantly with a User Form.
Create a Simple Userform
Create & Employ a Userform

See also http://word.mvps.org/FAQs/MacrosVBA/index.htm for information on various methods within vba.

You can store the text you want using AutoText rather than incorporating it directly into the userform. IMO, it is easier to handle formatting this way. That is, you use the userform to insert AutoText which is already formatted rather than inserting the text as strings in vba and formatting it.
Automated Boilerplate Using Microsoft Word

Here is more general information about creating templates. These do not directly address your question, though.
Templates in Microsoft Word
How to Create a Template

Last edited by Charles Kenyon; 02-15-2016 at 03:49 PM.
Reply With Quote
Reply

Tags
customisable template, customise, template



Similar Threads
Thread Thread Starter Forum Replies Last Post
Customisable Word Template Use some sort of onload function to check whether template version uses the latest template. zzzjoshzzz Word VBA 5 10-17-2015 10:31 PM
Customisable Word Template When creating new template from established template macros getting lost. TechEd Word 3 06-09-2014 07:22 PM
Customisable Word Template Automatic update of links in template - closing attached template without saving stefaan Word 2 11-02-2013 07:46 AM
Customisable Word Template Building a customisable report template razberri Word 1 01-12-2012 11:36 AM
How to type on the back of word template receipts through word ??? Qintex Solutions llc Word 3 10-02-2009 07:52 AM

Other Forums: Access Forums

All times are GMT -7. The time now is 03:01 PM.


Powered by vBulletin® Version 3.8.11
Copyright ©2000 - 2025, vBulletin Solutions Inc.
Search Engine Optimisation provided by DragonByte SEO (Lite) - vBulletin Mods & Addons Copyright © 2025 DragonByte Technologies Ltd.
MSOfficeForums.com is not affiliated with Microsoft